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United Parcel Service
UPS

Overview Fund Activity

1,417 hedge funds and large institutions have $49B invested in United Parcel Service in 2018 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 610 increasing their positions, 530 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,417
Holders Change
-10
Holders Change %
-0.7%
% of All Funds
32.52%
Holding in Top 10
33
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-26.67%
% of All Funds
0.76%
New
127
Increased
610
Reduced
530
Closed
119
Calls
$1.91B
Puts
$839M
Net Calls
+$1.08B
Net Calls Change
-$1.15B

Top Buyers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$538M
2
Bank of America
Bank of America
North Carolina
+$389M
3
EVM
Eaton Vance Management
Massachusetts
+$224M
4
LCOV
London Company of Virginia
Virginia
+$196M
5
Franklin Resources
Franklin Resources
California
+$162M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$652M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$373M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$363M
4
EIP
Epoch Investment Partners
New York
-$169M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1076
Bailard
California
$429K -$4.68M -44,739 -92%
Rafferty Asset Management
1077
Rafferty Asset Management
New York
$421K +$183K +1,753 +77%
WAM
1078
Weatherly Asset Management
California
$419K – – –
SAA
1079
Southeast Asset Advisors
Georgia
$419K – – –
RI
1080
Ridgewood Investments
New Jersey
$417K +$10.3K +98 +3%
BWM
1081
Baystate Wealth Management
Massachusetts
$414K +$51.5K +472 +14%
PK
1082
Pflug Koory
Nebraska
$413K +$26.2K +250 +7%
TSWM
1083
Triangle Securities Wealth Management
North Carolina
$412K +$229K +2,193 +126%
BSB
1084
Bangor Savings Bank
Maine
$408K +$22.4K +214 +6%
LWCFA
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$408K +$30.3K +290 +8%
LIM
1086
Leavell Investment Management
Alabama
$405K +$41.9K +400 +12%
FHA
1087
Flagship Harbor Advisors
Massachusetts
$402K +$159K +1,545 +65%
CAPTRUST Financial Advisors
1088
CAPTRUST Financial Advisors
North Carolina
$401K +$64.2K +619 +19%
CW
1089
CreativeOne Wealth
Kansas
$399K +$399K +3,812 New
SHGA
1090
Sand Hill Global Advisors
California
$397K -$3.72M -35,488 -90%
SWM
1091
Segment Wealth Management
Texas
$397K -$2.37M -22,664 -86%
SS
1092
Sunbelt Securities
Texas
$397K +$31.6K +302 +9%
FLI
1093
Family Legacy Inc
South Carolina
$390K -$13.1K -125 -3%
P
1094
Pitcairn
Pennsylvania
$383K -$30.1K -288 -7%
CA
1095
Corrado Advisors
New Jersey
$382K – – –
MHIC
1096
Marble Harbor Investment Counsel
Massachusetts
$375K +$105K +1,003 +39%
SFG
1097
SNS Financial Group
Minnesota
$374K -$79.9K -764 -18%
KC
1098
Kingfisher Capital
North Carolina
$373K +$3.14K +30 +0.8%
KA
1099
Kovack Advisors
Florida
$373K +$62.1K +593 +20%
BLA
1100
Balter Liquid Alternatives
Massachusetts
$372K +$235K +2,246 +172%
42 43
44
45 46